Tom Stapleton asked us, “Is it possible to block people from booking appointments on a specific day, like a holiday?” “This is a great question that any Agent CRM user might have! I created this loom video showing how to do it for other people’s…
We are so excited for the future of Agent CRM, our team, and our community. I wanted to share what we’re working on, and give YOU a space to share what you’d like us to include in our plans. New Features on the Roadmap (short…
Becky Chopek Wilson asked us, “If we want to use our dialer number for a reply for seminars, how do we set it up so it gets registered to the correct agent and seminar?” “If you have multiple Agent CRM numbers, you can assign a…
Tena Smith Gifford asked us, “is there a way to send a daily message out to a set of referral partners?” “Yes! You can create a workflow with email/SMS on them then add the Wait action in between. You can then set that wait action…
Sandra Quinn-Bailey asked us, “We are trying to set up a funnel using click and play. While testing it, I do not receive an email or text. Where will the results go? Thank you” “https://www.loom.com/share/0c983bf427a243c68fa1417b30e29b02 In this loom I showed you the whole picture and where…
Omar Richardson asked us, “Is there a way to end or reroute a workflow if a step fails i.e. text/doesn’t send?” “That would actually depend on what you are trying to do. But there’s no way inside that workflow itself to go on a specific…
Cedric Joiner asked us, “Does Agent CRM integrate with DialPad?” “Agent-CRM is available on Zapier, so whatever app is available on zapier you can integrate it with Agent-CRM. Thanks”
First Choice Consulting, LLC asked us, “Can you send me the video on how to verify? Jim” “please watch this loom if it answers your question i just made for you: https://www.loom.com/share/9a86b12861174322b3a9df8a1b018a82”
Jeff Mountain asked us, “Does anybody know what “LC Communication” is and why it’s showing up under my ‘Module’ section of my Audit Log? If this isn’t something that should be there for admin or something, could Branning Group Support please reach out to me…
Omar Richardson asked us, “Can agent-crm integrate with calltools and mojo? I would like to push leads over to agent crm from those platforms.” “Yes! Using Zapier you can integrate with both of those platforms we have over the shoulder videos that you could watch…